Version: eXtendOrders 2.0.0 and above
Audience: User
Overview
The Copy Order feature allows you to copy Estimates and Sales Orders while preserving PO Vendor details and Order Imprint Configuration (OIC) line details, which are normally lost when using NetSuite's native Make Copy function.
Prerequisites
Your NetSuite Administrator must enable the eXtendOrders SHOW COPY ORDER BUTTON ON TRANSACTIONS setting for the button to appear on your Estimate or Sales Order records.
Solution.
Usage
The Copy Order button appears on Estimate and Sales Order records. When clicked, it creates an order that includes:
- PO Vendor details for each line item (Sales Order)
- Order Imprint Configuration (OIC) lines and their configurations (Estimate, Sales Order)
Additional Notes
- New orders are placed in Pending Approval status
- The button works regardless of order status
- PO Vendor information is pulled from OIC lines when present
- Compatible with both decorated and non-decorated orders
- Source order number is tracked in EXTEND COPY FROM field
Frequently Asked Questions (FAQs)
Q: What happens if I don't see the Copy Order button?
A: Contact your NetSuite Administrator to configure the eXtendOrders SHOW COPY ORDER BUTTON ON TRANSACTIONS setting.
A: Contact your NetSuite Administrator to configure the eXtendOrders SHOW COPY ORDER BUTTON ON TRANSACTIONS setting.